Lifeworks Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
2,742
-124
| -4% | -$39.5K | 0.13% | 139 |
|
|
2025
Q1 | $771K | Sell |
2,866
-361
| -11% | -$97.1K | 0.13% | 146 |
|
|
2024
Q4 | $958K | Buy |
3,227
+93
| +3% | +$27.6K | 0.17% | 119 |
|
|
2024
Q3 | $850K | Buy |
3,134
+86
| +3% | +$23.3K | 0.17% | 127 |
|
|
2024
Q2 | $706K | Sell |
3,048
-299
| -9% | -$69.2K | 0.2% | 110 |
|
|
2024
Q1 | $762K | Sell |
3,347
-131
| -4% | -$29.8K | 0.21% | 104 |
|
|
2023
Q4 | $652K | Sell |
3,478
-393
| -10% | -$73.6K | 0.22% | 101 |
|
|
2023
Q3 | $578K | Sell |
3,871
-344
| -8% | -$51.3K | 0.22% | 108 |
|
|
2023
Q2 | $734K | Sell |
4,215
-143
| -3% | -$24.9K | 0.31% | 87 |
|
|
2023
Q1 | $719K | Sell |
4,358
-156
| -3% | -$25.7K | 0.34% | 89 |
|
|
2022
Q4 | $667K | Sell |
4,514
-862
| -16% | -$127K | 0.38% | 79 |
|
|
2022
Q3 | $798K | Sell |
5,376
-259
| -5% | -$38.4K | 0.45% | 77 |
|
|
2022
Q2 | $781K | Sell |
5,635
-72
| -1% | -$9.98K | 0.5% | 70 |
|
|
2022
Q1 | $1.07M | Sell |
5,707
-6,204
| -52% | -$1.16M | 0.7% | 48 |
|
|
2021
Q4 | $1.95M | Buy |
+11,911
| New | +$1.95M | 1.55% | 14 |
|